Bilingual Customer Support And Bookkeeping Specialist - Freelance Remote

Department: Support & Leadership

Location: Global+

Compensation: $7.00 / hour

Description

About the Client
A well-established service company is seeking to streamline its customer service and financial operations. They prioritize excellent customer experience and efficient service delivery through their team of field technicians. With a growing client base, theyre looking to enhance their administrative support to maintain quality service standards.

Why does this role exist?
Were seeking a Bilingual Customer Support and Bookkeeping Specialist to bridge communication gaps and ensure smooth financial operations. This role is crucial in maintaining excellent customer relationships while managing essential bookkeeping functions, enabling field technicians to focus on their core responsibilities and improving overall operational efficiency.

The Impact you’ll make

Customer Service Excellence

• Handle incoming client calls professionally in both English and Spanish
• Resolve customer inquiries and concerns promptly
• Maintain clear communication channels between clients and technicians
• Provide timely updates and follow-ups

Financial Management

• Create and send accurate quotes and invoices
• Manage accounts receivable
• Maintain organized financial records in QuickBooks
• Process billing and payments efficiently

Administrative Coordination

• Coordinate with field technicians for job details
• Manage scheduling and follow-ups
• Maintain detailed documentation of all communications
• Organize and update client records
• Utilize various communication channels, including phone, email, messaging platforms, and text messages, for efficient coordination

Quality Assurance

• Ensure accuracy in all financial transactions
• Monitor and verify service completion
• Maintain high standards of customer satisfaction
• Track and resolve any discrepancies in billing or service
  
  

Skills, Knowledge and Expertise

Required:

• Fluent bilingual proficiency in English and Spanish (written and verbal)
• Proven experience with QuickBooks or similar accounting software
• Minimum 2 years of customer service experience
• Experience in creating quotes and managing invoices
• Demonstrated ability in accounts receivable management
• WFH Set-Up:
  • Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.
  • Internet speed of at least 40MBPS
  • Headset with an extended mic that has noise cancellation and a webcam
  • Back-up computer and internet connection
  • Quiet, dedicated workspace at home

Your Superpowers:

• Excellence in both English and Spanish communication
• Strong attention to detail and organizational skills
• Quick problem-solving abilities
• Proficiency in QuickBooks
• Outstanding multitasking capabilities
• Natural ability to build rapport with clients
• Adaptability in fast-paced environments
• Strong sense of ownership and responsibility

You should apply if…

• You thrive in roles requiring both customer service and financial accuracy
• Youre passionate about helping others and solving problems
• Youre self-motivated and can work independently
• Youre comfortable managing multiple priorities
• You have a strong work ethic and commitment to excellence
• You enjoy being the bridge between clients and service providers

What to expect...


Work Setup:

• Remote position
• Must have a reliable internet connection and a quiet workspace
• Required to provide own computer with Intel Core i5 or something similar or higher operating system

Working Hours:

• Monday to Friday, 8 AM to 5 PM PST (Pacific Standard Time)
• Occasional weekend availability for urgent matters
• 40 hours per week

Compensation:

• $7 per hour
• No benefits package included
  
  

Benefits